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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,915 | $43,344+24.4% | $59,899-10.0% | $64,173-16.0% |
| Participation rate | 26.5% | 69.2%-42.7pp | 74.7%-48.2pp | 69.6%-43.1pp |
| Annual return | -0.69% | -1.55%+0.9pp | 3.46%-4.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,477 | $2,547-42.0% | $3,402-56.6% | $3,470-57.4% |
| Admin fee / account holder | $24,510 | $3,008+714.8% | $3,592+582.3% | $4,887+401.5% |